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QuickBooks Q&A
Reports and Accounting

Reports and Accounting

2,270 Topics
4,526 Replies

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e.ramirez

Reports and Accounting

Can we recognize by account the Exchange Rate Unrealized Loss/Gain and Ex Rt Realized Loss/Gain for example account 5127/5128 Unrealized and 5129/5130 for Realized?

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7 years ago

ben28

Reports and Accounting

Love the new features on Project but if you print the report it only gives you income/costs for the last 365 days! Please change this too all dates???

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7 years ago

tranthaiha1983

Reports and Accounting

How to close the books

Dear, Your instructions to close books as follows:Select the Gear icon on the Toolbar.Under Your Company, choose Account and Settings (or Company Settings).From the left menu, select Advanced.In the Accounting section, select the pencil (edit) icon to open the fields for editing.Select the Close the books checkbox.Enter a Closing Date.Transactions dated on or before this date cannot be changed without warning.Select either Allow changes after viewing a warning or Allow changes after viewing a warning and entering a password from the drop-down list to specify how to manage attempts to save transactions dated prior to the closing date.If you select Allow changes after viewing a warning and entering a password, the password fields appear.Enter a closing date password in the Password and Confirm Password fields.Select Save.Select Done.However, in step 5: I

7 years ago

JC87

Reports and Accounting

The management report section is not working I cannot generate a report?

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7 years ago

VJVT

Reports and Accounting

I have a VAT exception report that looks like it needs to be accepted before I can process my VAT payment? IS this correct?

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7 years ago

sue29

Reports and Accounting

How do I get a report to show in the favourites listing?

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7 years ago

jason29

Reports and Accounting

When my PA logs on to QBO to generate and send statements to customers, I receive the responses rather than the responses going to my PA. How do i change this?

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7 years ago

arlcp

Reports and Accounting

When we prepare P&L report for monthEC salesI need have the EC customer VAT code in the reportHow do I do this

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7 years ago

horner

Reports and Accounting

I have a couple of bank deposits on my account statement that did not show up in QuickBooks. Is that supposed to be possible?

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7 years ago

nick16

Reports and Accounting

Accrual journals for a client have been reversed. Whilst the balance for the journals is zero the account still shows an amount is overdue? How do I correct this?

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7 years ago

janette-simpson

Reports and Accounting

Can someone advise please.When I am doing a journal reversal, do I put the vat as 20% or no vat, I used use sage and when I did a journal it was always T9 ?

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7 years ago

csv1

Reports and Accounting

If my client is on flat rate scheme then while generating VAT report why it shows input VAT though i have selected flat rate in settings?

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7 years ago

htlfabrication

Reports and Accounting

Vat detail report wrong. its added 2x deposits giving me wrong ammount?

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7 years ago

mspillane

Reports and Accounting

How do i display a Customer Detail Report that shows ALL invoices, payments and credits?QB offsets credits automatically and I can't see them on reports.

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7 years ago

donald-mcgregor

Reports and Accounting

Can I limit the reports that a reports user can see and run ?

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7 years ago

koen

Reports and Accounting

One of my clients would like to be able to run a daily sales report showing the total of net sales and the total VAT . I can't seem to find a way to do that ?

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7 years ago

georgerobinson35New Member

Reports and Accounting

I am new to quick books online and cant find the undeposited funds account. . i looked in chart of accounts , or is it now called cash in hand ?

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7 years ago

karen32

Reports and Accounting

Can I find the dates statements have been sent?

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7 years ago

alanandcharlotteltd

Reports and Accounting

SA302 / SA100

I need one of these, are they available from Quick Books?

7 years ago

jcit

Reports and Accounting

How can I change the position of the customer address on a printed statement? I need it to show through the window on a DL envelope, without any complex paper-folding!

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7 years ago

eric_holt

Reports and Accounting

Each month I need to move revenue from one month to another. Which is the best way to do this. At the moment I am doing through prepayments.

Doing it through prepayments requires 2 separate journals which always have to be matched. This means I have to remember to match them. Is there way of doing it with a single journal.

7 years ago

dude3

Reports and Accounting

I need to allocate invoices for customers against the agent who made the sale, does anyone know how to do this and see it on a report?cheers

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